SylvanLaureate Foundation Inc: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SylvanLaureate Foundation Inc (EIN 52-2044008)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201333089349100218
- Schema version
- 2012v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T10:29:31-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522044008 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sylvan Laureate Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SYLV | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert W Zentz | Name |
| Title | Sr Vice President | Title |
| Date Signed | 2013-11-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11643008 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 76 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 76 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 164546 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 162419 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 728893 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5725645 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 728893 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4893515 | TotalRevenueAndExpenses |
| Total Net Investment Income | 891388 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 353643 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 54018 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 299625 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11807 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1146 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 50051 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2322 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 47729 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 415501 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57486 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 347354 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2578785 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2578785 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2994286 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57486 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2926139 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1899229 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 833902 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 524608 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 734779 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 734779 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1644 | AccountsReceivable |
| Accounts Receivable EOY | 1644 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1644 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 1231020 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1614619 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1644173 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6705538 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7886768 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8661662 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 447531 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 570116 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 600750 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 8908697 | TotalAssetsBOY |
| Total Assets EOY | 10807926 | TotalAssetsEOY |
| Total Assets EOYFMV | 11643008 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 8908697 | RetainedEarningsBOY |
| Retained Earnings EOY | 10807926 | RetainedEarningsEOY |
| Total Net Assets BOY | 8908697 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10807926 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8908697 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10807926 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8908697 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1899229 | ExcessOfRevenueOverExpenses |
| Subtotal | 10807926 | Subtotal |
| Total Net Assets Fund Balances EOY | 10807926 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 5725645 | GrossSalesPrice |
| Cost Or Other Basis | 4996752 | CostOrOtherBasis |
| Gain Or Loss | 728893 | GainOrLoss |
| Gains Minus Excess Or Losses | 728893 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 728893 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2077502 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9422407 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.220485 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2068353 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9064084 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.228192 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1782061 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7968595 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.223636 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1809095 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9147079 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.197778 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1091273 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11511470 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.094799 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.964890 | TotalDistributionRatio |
| Average Distribution Ratio | 000.192978 | AverageDistributionRatio |
| Net Noncharitable Assets | 9628494 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1858088 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8339 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1866427 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2926139 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8339 | InvestmentIncomeExciseTax |
| Subtotal | 8339 | Subtotal |
| Tax Based On Investment Income | 8339 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7979 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 360 | TaxPaidWithExtension |
| Total Credits And Payments | 8339 | TotalCreditsAndPayments |
| Tax Paid Original Return | 8339 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Douglas Becker | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Trustee | 001.00 | 0 |
| R Christopher Hoehn-Saric | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | First VP / Trustee | 001.00 | 0 |
| B Lee McGee | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Eilif Serck-Hanssen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Treas | 001.00 | 0 |
| Robert W Zentz | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Second VP / Sec | 001.00 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| National Learning Center | ||||||||||
| 1001 Fleet St | Baltimore | MD | 21202 | Prof. Services - Direct Charitable Activity | 149096 | |||||
| Universidad Del Valle De Mexico | ||||||||||
| Prog. Director - Direct Charitable Activity | 61442 | Campos Eliseos No 223 | Chapultepec CP | DF | MX | 11560 | ||||
| Brown Investment Advisory & Trust Companny | ||||||||||
| 901 South Bond St Ste 400 | Baltimore | MD | 21231 | Investment Management | 54018 | |||||
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NLC Services - Sharon Morgenthaler, an employee of NLC, oversees philanthropic activities for special projects in Cherry Hill (a low-income Baltimore neighborhood) including building an assessment system for Pre-K children so that schools will be able to provide appropriate interventions earlier and more effectively. | Description1 |
| Expenses1 | 149096 | Expenses1 |
| Description2 | Universidad U Latina de Costa Rica - strengthens the project management and communications skills of young Costa Rican leaders, while connecting them to their peers and experts to create a national network of youth leaders affecting positive change. The Fdn. is a founding sponsor of Universidad U Latina de Costa Rica. | Description2 |
| Expenses2 | 48826 | Expenses2 |
| Description3 | YAN Mexico - The Premio UVM Fellowship strengthens the project management and communications skills of young Mexican leaders, while connecting them to their peers and experts to create a national network of youth leaders affecting positive change. The Fdn. is a founding sponsor of the Premio UVM por el Desarrollo Social. | Description3 |
| Expenses3 | 61442 | Expenses3 |
| Description4 | YAN UNITEC- UNITEC Honduras strengthens the project management and communication skills of Honduran leaders, while connecting them to their peers and experts to create a national network of youth leaders affecting positive change. The Fdn. is a founding sponsor of the Premio Yo Emprendo I Initiate Award. | Description4 |
| Expenses4 | 20261 | Expenses4 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9136763 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 638358 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9775121 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 9775121 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 146627 | CashDeemedCharitable |
| Net Noncharitable Assets | 9628494 | NetNoncharitableAssets |
| Minimum Investment Return | 481425 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 481425 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8339 | TaxBasedOnInvestmentIncome |
| Total Tax | 8339 | TotalTax |
| Distributable Amount Before Adj | 473086 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 473086 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 473086 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2926139 | ExpensesAndContributions |
| Qualifying Distributions | 2926139 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8339 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2917800 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 473086 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 636266 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1363143 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1386529 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1618035 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1620536 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6624509 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2926139 | QualifyingDistributions |
| Applied To Current Year | 473086 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2453053 | RemainingDistriFromCorpus |
| Total Corpus | 9077562 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 636266 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8441296 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1363143 | ExcessFromYear4 |
| Excess From Year3 | 1386529 | ExcessFromYear3 |
| Excess From Year2 | 1618035 | ExcessFromYear2 |
| Excess From Year1 | 1620536 | ExcessFromYear1 |
| Excess From Current Year | 2453053 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (60 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | N/A | 509a1 | Charitable Event | $5,000 |
| ARTS EDUCATION IN MD SCHOOLS ALLIANCE INC | |||||||
| 175 W OSTEND ST STE A3 | BALTIMORE | MD | 21230 | N/A | 509a1 | Teaching Artist Institute Program | $5,000 |
| ASSOCIATION OF CHILDRENS MUSEUMS INC | |||||||
| 2711 JEFFERSON DAVIS HWY STE 600 | ARLINGTON | VA | 22202 | N/A | 509a2 | Charitable Event | $5,000 |
| B & O RAILROAD MUSEUM | |||||||
| 901 W PRATT ST | BALTIMORE | MD | 21223 | N/A | 509a1 | Early Childhood Development Program | $1,000 |
| BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | 509a1 | General Unrestricted | $50,000 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | 509a1 | General Unrestricted | $5,000 |
| BALTIMORE READS INC | |||||||
| 31 S CALVERT ST 4TH FL | BALTIMORE | MD | 21202 | N/A | 509a1 | Charitable Event | $5,000 |
| BALTIMORE SCHOOL FOR THE ARTS FDN INC | |||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | 509a3 | Charitable Event | $15,000 |
| BALTIMORE SYMPHONY ORCHESTRA INC | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | 509a1 | 2012-2013 Family Concert Series Program | $50,000 |
| BALTIMORE SYMPHONY ORCHESTRA INC | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | 509a1 | Charitable Event | $7,500 |
| BELIEVE IN TOMORROW NAT'L CHILDRENS FDN | |||||||
| 6601 FREDERICK RD | BALTIMORE | MD | 21228 | N/A | 509a1 | General Unrestricted | $5,000 |
| BIG BROTHERS & BIG SISTERS | |||||||
| 3600 CLIPPER MILL RD STE 250 | BALTIMORE | MD | 21211 | N/A | 509a1 | Charitable Event | $2,500 |
| CENTER STAGE ASSOCIATES INC | |||||||
| 700 N CALVERT ST | BALTIMORE | MD | 21202 | N/A | 509a1 | General Unrestricted | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | 509a1 | 2012-2013 Corporate Internship Program | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | 509a1 | Charitable Event | $5,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | 509a1 | Charitable Event | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 10626 YORK RD STE A | COCKEYSVILLE | MD | 21030 | N/A | 509a1 | Charitable Event | $7,500 |
| DO SOMETHING INC | |||||||
| 19 W 21ST ST FL 8 | NEW YORK | NY | 10010 | N/A | 509a1 | Charitable Event | $12,500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | 509a1 | General Unrestricted | $5,000 |
| ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY | |||||||
| 401 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | 509a1 | Charitable Event | $5,000 |
| FAMILY TREE INC | |||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | 509a1 | Charitable Event | $15,000 |
| FUSION PARTNERSHIPS INC | |||||||
| 1601 GUILFORD AVE 2 S | BALTIMORE | MD | 21202 | N/A | 509a2 | Exeter Gardens Project | $5,000 |
| GIRL SCOUTS OF CENTRAL MARYLAND INC | |||||||
| 4806 SETON DR | BALTIMORE | MD | 21215 | N/A | 509a1 | Charitable Event | $2,500 |
| GLOBAL CITIZEN YEAR INCORPORATED | |||||||
| 1625 CLAY ST | OAKLAND | CA | 94612 | N/A | 509a2 | General Unrestricted | $50,000 |
| HIGHER ACHIEVEMENT PROGRAM INC | |||||||
| 1701 K ST NW STE 1000 | WASHINGTON | DC | 20006 | N/A | 509a1 | Higher Achievement, Baltimore Division | $10,000 |
| HOUSE OF RUTH MARYLAND INC | |||||||
| 2201 ARGONNE DR | BALTIMORE | MD | 21218 | N/A | 509a1 | Charitable Event | $5,000 |
| IMAGINENATIONS GROUP INC | |||||||
| 221 BAY FRONT RD | PASADENA | MD | 21122 | N/A | 509a1 | General Unrestricted | $100,000 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| 32 S ST | BALTIMORE | MD | 21202 | N/A | 509a1 | 2011 YouthActionNet Program | $151,435 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| 32 S ST | BALTIMORE | MD | 21202 | N/A | 509a1 | 2012 YouthActionNet 50 Program | $609,796 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| 32 S ST | BALTIMORE | MD | 21202 | N/A | 509a1 | Youth Work Program Expansion | $100,000 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| 32 S ST | BALTIMORE | MD | 21202 | N/A | 509a1 | YouthActionNet Program | $689,812 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| 32 S ST | BALTIMORE | MD | 21202 | N/A | 509a1 | 2011 Annual Fund | $100,000 |
| IRVINE NATURAL SCIENCE CENTER INC | |||||||
| 11201 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | N/A | 509a2 | Charitable Event | $1,500 |
| ITINERIS INC | |||||||
| 2201 OLD COURT RD LOWER LEVEL | BALTIMORE | MD | 21208 | N/A | 509a1 | Charitable Event | $2,500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK RD N-4327B | BALTIMORE | MD | 21211 | N/A | 509a1 | School of Education | $25,000 |
| KABOOM INC | |||||||
| 4301 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | 509a1 | Playground Project | $16,559 |
| KABOOM INC | |||||||
| 4301 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | 509a1 | Playground Project | $94,183 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | 509a1 | Charitable Event | $20,000 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | 509a1 | Charitable Event | $10,000 |
| KIPP BALTIMORE INC | |||||||
| 4701 GREENSPRING AVE | BALTIMORE | MD | 21209 | N/A | 509a1 | General Unrestricted | $20,000 |
| LIVING CLASSROOMS FOUNDATION INC | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | N/A | 509a1 | Charitable Event | $15,000 |
| NATIONAL FDN FOR TEACHING ENTREPRENEURSHIP | |||||||
| 300 E LOMBARD ST STE 1111 | BALTIMORE | MD | 21202 | N/A | 509a1 | General Unrestricted | $7,500 |
| NETWORK 2000 INC | |||||||
| PO BOX 22765 | BALTIMORE | MD | 21203 | N/A | 509a2 | Charitable Event | $10,000 |
| NEW LEADERS | |||||||
| 30 W 26TH ST 2ND FLR | NEW YORK | NY | 10010 | N/A | 509a1 | General Unrestricted | $20,000 |
| NYCHARITIES ORG INC | |||||||
| 50 BROADWAY STE 1204 | NEW YORK | NY | 10004 | N/A | 509a1 | Qualitas of Life Foundation | $10,000 |
| PLANNED PARENTHOOD OF MARYLAND INC | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | 509a1 | Charitable Event | $10,000 |
| SALEM LUTHERAN CHURCH | |||||||
| 8343 GRAVOIS RD | AFFTON | MO | 63123 | N/A | 509a1 | Salem Lutheran School | $5,000 |
| SINAI HOSPITAL OF BALTIMORE INC | |||||||
| 2401 W BELV AVE | BALTIMORE | MD | 21215 | N/A | 509a1 | Charitable Event | $10,000 |
| STAR SPANGLED BANNER FLAG HOUSE ASSC | |||||||
| 844 E PRATT ST | BALTIMORE | MD | 21202 | N/A | 509a1 | General Unrestricted | $1,000 |
| STAR-SPANGLED 200 INC | |||||||
| 175 W OSTEND ST STE E | BALTIMORE | MD | 21230 | N/A | 509a1 | 9/11 Memorial Project | $25,000 |
| TEACH FOR AMERICA INC | |||||||
| 519 8TH AVE 15TH FL | NEW YORK | NY | 10018 | N/A | 509a1 | General Unrestricted | $50,000 |
| THE ACADEMY FOR COLLEGE AND CAREER EXPLORATION | |||||||
| 1300 W 36TH ST | BALTIMORE | MD | 21211 | N/A | 509a1 | General Unrestricted | $10,000 |
| THE AMERICAN VISIONARY ART MUSEUM INC | |||||||
| 800 KEY HWY | BALTIMORE | MD | 21230 | N/A | 509a1 | Charitable Event | $5,000 |
| THE EVERYMAN THEATRE INCORPORATED | |||||||
| 1727 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | 509a2 | Charitable Event | $1,500 |
| THE EVERYMAN THEATRE INCORPORATED | |||||||
| 1727 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | 509a2 | Capital Campaign | $20,000 |
| THE RICHARD W RILEY INSTITUTE AT FURMAN UNIVERSITY | |||||||
| 111 JOHNS HALL 3300 POINSETT H | GREENVILLE | SC | 29613 | N/A | 509a1 | General Unrestricted | $37,500 |
| US FOUNDATION FOR INSPIRATION & RECOGNITION | |||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | 509a1 | Charitable Event | $25,000 |
| VOLUNTEER CENTRAL INC | |||||||
| 175 W OSTEND ST STE 100 | BALTIMORE | MD | 21230 | N/A | 509a1 | General Unrestricted | $22,000 |
| YMCA OF CENTRAL MARYLAND INC | |||||||
| 303 W CHESAPEAKE AVE | BALTIMORE | MD | 21204 | N/A | 509a2 | Charitable Event | $15,000 |
| YOUNG AUDIENCES OF MARYLAND INC | |||||||
| 2601 N HOWARD ST STE 320 | BALTIMORE | MD | 21218 | N/A | 509a1 | Teaching Artist Institute Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2578785 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $76 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $164,546 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $728,893 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $893,515 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 893515 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Laureate Education Inc | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 S Exeter Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 5725645 | GrossSalesPrice |
| Basis | 4996752 | Basis |
| Total Net | 728893 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (21 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICA MOVIL SAB DE CV 5.000 - 03/30/2020 | 20975 | 23269 |
| AMERICAN EXPRESS CO - 7.000 - 03/19/2018 | 30252 | 31586 |
| AVALONBAY CMNTYS INC - 2.950 - 09/15/2022 | 29722 | 29884 |
| BERKLEY W R CORP NT - 5.875 - 02/15/2013 | 25193 | 25148 |
| BOSTON PROPERTIES LPNOTES 05.625 11/15/2020 | 27383 | 29575 |
| DELL INC NT 5.87500 06/15/2019 | 35411 | 34594 |
| DEVON ENERGY CORPORATION BOND 03.25000 05/15/2022 | 30674 | 31311 |
| DUKE CAPITAL CORP SER B - 6.750 - 07/15/2018 | 24433 | 29585 |
| EASTMAN CHEM CO - 3.600 - 08/15/2022 | 30457 | 31420 |
| ENTERPRISE PRODUCTS BD - 5.200 - 09/01/2020 | 27199 | 29840 |
| GENERAL ELEC CAP CORP MTN BE 5.50000 01/08/2020FR | 27879 | 29593 |
| GOLDMAN SACHS GROUP-0.00-02/07/2014 | 20016 | 20058 |
| GTE CORP 6.840 4/15/2018 | 24840 | 31299 |
| ICI WILMINGTON INC GTD NT 5.625 12/01/2013 | 25234 | 26104 |
| JPMORGAN CHASE CO NT 6.30000 04/23/2019 | 28840 | 30769 |
| KOHL S CORP NOTE-04.00-11/01/2021 | 25935 | 26440 |
| MARKEL CORP SR NT-5.35-06/01/2021 | 32513 | 32844 |
| MEDCO HEALTH SOLUTIONS INC - 4.125 - 09/15/2020 | 33173 | 32787 |
| MORGAN STANLEY-3.80-04/29/2016 | 24529 | 26245 |
| ONEOK INC - 4.250 - 02/01/2022 | 25191 | 27164 |
| POTASH CORP-SASKATCHEWAN - 5.875 - 12/01/2036 | 20267 | 21235 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (107 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 190 shares of 3M CO | 16414 | 17642 |
| 416 shares of ABBOTT LABS | 21397 | 27248 |
| 295 shares of ABERCROMBIE FITCH | 13500 | 14151 |
| 1631 shares of ACCENTURE PLC | 78767 | 108462 |
| 245 shares of ACE LTD | 13027 | 19551 |
| 1549 shares of ALTRIA GROUP INC | 40209 | 48701 |
| 1154 shares of AMPHENOL CORPORATION | 57301 | 74664 |
| 766 shares of ANSYS INC. | 44178 | 51582 |
| 285 shares of APPLE INC. | 95319 | 151669 |
| 611 shares of AUTOMATIC DATA PROCESSING INC. | 29797 | 34784 |
| 13000 shares of BAFQX | 130000 | 132080 |
| 39734 shares of BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND IN | 613684 | 696930 |
| 45000 shares of BROWN ADVISORY TATICAL BOND ADV | 450000 | 441000 |
| 116675 shares of BROWN ADVS INTERM BD FD INSTIT CL | 1334677 | 1307929 |
| 48546 shares of BROWNIA SMALL-CAP GROWTH FUND | 634616 | 673817 |
| 365 shares of CA INC. | 8278 | 8023 |
| 215 shares of CARBO CERAMICS INC | 18495 | 16843 |
| 742 shares of CENTURY LINK INC | 28735 | 29027 |
| 7304 shares of CHARLES SCHWAB CORP NEW | 108338 | 104885 |
| 330 shares of CHECK POINT SOFTWARE TECHNOLOGIES LTD | 13935 | 15721 |
| 370 shares of CIMAREX ENERGY CO | 21531 | 21360 |
| 726 shares of CINCINNATI FINANCIAL CORP | 21480 | 28430 |
| 789 shares of CITRIX SYSTEMS INC | 34690 | 51774 |
| 1846 shares of COACH INC | 95895 | 102471 |
| 711 shares of COCA-COLA CO | 23579 | 25774 |
| 1223 shares of COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION - CLASS | 60096 | 90355 |
| 203 shares of CONSOLIDATED EDISON INC | 10880 | 11275 |
| 653 shares of CORE LABRATORIES | 65952 | 71379 |
| 685 shares of COSTCO WHOLESALE CORP NEW | 42110 | 67630 |
| 1142 shares of COVANCE INC | 56768 | 65973 |
| 1551 shares of DANAHER CORP | 68677 | 86701 |
| 556 shares of DAVITA INC COMMON | 46592 | 61455 |
| 1070 shares of DELL INC | 13513 | 10850 |
| 78 shares of DIAGEO PLC ADS | 7490 | 9093 |
| 313 shares of DOMINION RESOURCES INC | 15104 | 16213 |
| 9450 shares of DOUBLELINE EMERGING MARKETS FIXED INCOME BOND I | 101250 | 104709 |
| 1081 shares of DU PONT DE NEMOURS | 50224 | 48622 |
| 675 shares of EATON CORP PLC | 31086 | 36572 |
| 762 shares of ECOLAB INC | 54220 | 54788 |
| 450 shares of EMERSON ELECTRIC CO. | 22007 | 23832 |
| 374 shares of ERIE INDEMNITY CO CLASS A | 24354 | 25888 |
| 1228 shares of ESTEE LAUDER COMPANIES INC | 76106 | 73508 |
| 2871 shares of EUROPACIFIC GROWTH FUND, CLASS F-2 SHS | 102547 | 118149 |
| 2137 shares of EXPRESS SCRIPTS HOLDING CO. | 113907 | 115398 |
| 2137 shares of FLUOR CORP NEW | 121883 | 125527 |
| 1841 shares of FMC TECHS INC COM | 72475 | 78850 |
| 771 shares of FOSSIL INC COM | 64639 | 71780 |
| 550 shares of FREEPORT-MCMORAN COPPER GOLD INC. | 21481 | 18810 |
| 900 shares of GAMESTOP CORP | 20989 | 22581 |
| 2779 shares of GENPACT LIMITED | 46293 | 43075 |
| 178 shares of GOOGLE INC CL A | 99634 | 125914 |
| 745 shares of GUESS INC COM | 21026 | 18282 |
| 181 shares of HARRIS CORP DEL | 7383 | 8862 |
| 1040 shares of HARTFORD FINANCIALSERVICES GROUP | 21484 | 23338 |
| 1031 shares of HEALTHCARE SVCS GROUP INC | 16393 | 23950 |
| 627 shares of IDEXX CORP | 35587 | 58186 |
| 173 shares of INTUITIVE SURGICAL, INC. | 67244 | 84834 |
| 808 shares of JOHNSON JOHNSON | 51708 | 56641 |
| 1566 shares of KINDER MORGAN INC | 47074 | 55327 |
| 489 shares of KRAFT FOODS GROUP, INC. | 19285 | 22235 |
| 528 shares of MT BANK CORP | 42059 | 51992 |
| 189 shares of MASTERCARD INC | 53860 | 92852 |
| 354 shares of MCDONALDS CORP | 29320 | 31226 |
| 1146 shares of MEAD JOHNSON NUTRITI | 78184 | 75510 |
| 1423 shares of MERCK CO INC. | 51836 | 58258 |
| 964 shares of METLIFE INC. | 33833 | 31754 |
| 1604 shares of MICROCHIP TECHNOLOGY INC. | 50985 | 52274 |
| 2639 shares of MICROSOFT CORPORATION | 69702 | 70487 |
| 917 shares of MONDELEZ INTERNATIONAL INC | 21374 | 23341 |
| 1722 shares of NATIONAL INSTRUMENTS CORPORATION | 47392 | 44445 |
| 360 shares of NATL OILWELL VARCO | 23000 | 24606 |
| 2976 shares of NETAPP, INC. | 92445 | 99845 |
| 535 shares of NORTHERN TRUST CORPORATION | 25930 | 26836 |
| 1262 shares of NOVARTIS AG ADR | 71783 | 79885 |
| 15307 shares of OAKMARK INTERNATIONAL SMALL CAP FUND CL I | 201109 | 213994 |
| 770 shares of OCCIDENTAL PETROLEUM CORP | 61300 | 58990 |
| 1119 shares of ONEBEACON INSURANCE GROUP | 15036 | 15554 |
| 955 shares of ORACLE CORP | 28665 | 31821 |
| 1528 shares of PACCAR INC | 63416 | 69081 |
| 326 shares of PEPSICO INC | 21481 | 22308 |
| 1014 shares of PFIZER INC. | 19181 | 25430 |
| 280 shares of PHILIP MORRIS INTL | 19996 | 23419 |
| 705 shares of PLUM CREEK TIMBER REIT | 26544 | 31281 |
| 145 shares of PRAXAIR INC. | 14722 | 15870 |
| 445 shares of PRUDENTIAL FINCL INC | 24821 | 23732 |
| 878 shares of PUBLIC STORAGE 5.900 | 22176 | 22960 |
| 779 shares of PUBLIC STORAGE SBI O 6.875 | 20229 | 21056 |
| 2171 shares of QUALCOMM INC | 101425 | 134297 |
| 2910 shares of REGIONS FINANCIAL CORP | 19584 | 20748 |
| 703 shares of ROPER INDUSTRIES NEW COMMON | 47007 | 78370 |
| 351 shares of SALESFORCE.COM | 43979 | 59003 |
| 1777 shares of SCHLUMBERGER LTD | 118644 | 123144 |
| 1773 shares of STARBUCKS CORP COM | 82008 | 95086 |
| 860 shares of STERICYCLE INC | 67171 | 80221 |
| 650 shares of SUNTRUST BKS INC | 18234 | 18428 |
| 376 shares of T. ROWE PRICE ASSOCIATES | 19596 | 24484 |
| 428 shares of TIFFANY CO, | 22816 | 24542 |
| 417 shares of TIME WARNER CABLE INC | 29524 | 40528 |
| 870 shares of TOTAL FINA ELF S.A. | 43369 | 45249 |
| 3848 shares of UMB SCOUT INTERNATIONAL | 106483 | 128338 |
| 703 shares of UNILEVER N V N Y | 22979 | 26925 |
| 328 shares of UNITED TECHNOLOGIES CORP | 24870 | 26899 |
| 490 shares of US BANCORP DEL NEW | 13678 | 15651 |
| 185 shares of V F CORP | 23813 | 27929 |
| 329 shares of WAL-MART STORES INC. | 18385 | 22448 |
| 62536 shares of WASATCH EMERGING MARKETS SMALL CAP FUND | 159392 | 175725 |
| 2384 shares of WINDSTREAM CORP | 28129 | 19740 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1486818 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1512267 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 127801 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 131906 | StateLocalSecuritiesEOYFMV |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, Sylvan/Laureate Foundation Inc. the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 2,578,785. This amount represents over 25 of the Foundations net assets of 9,412,717 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein. | Statement |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 41564 | 41564 | |
| Bank Charges | 2322 | 2322 | |
| Foundation Dues Memberships | 6165 | 6165 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (6 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Investment Management Services | $54,018 | 54018 | |
| Philanthropic Consulting Fees for NLC DCA | $149,096 | 149096 | |
| Program Director Fee for DCA YAN Mexico | $61,442 | 61442 | |
| Program Director Fee for DCA YAN Istanbul | $20,000 | 20000 | |
| Program Director Fee for DCA YAN UNITEC | $20,261 | 20261 | |
| Program Director Fee for DCA Costa Rica | $48,826 | 48826 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Back-up withholding | $113 | |
| Estimated Tax for 2012 | $7,800 | |
| Foreign Tax Paid | $1,146 | 1146 |
| IRS Excise Tax Payment with 1st ext 990-PF | $2,748 |
Comments